July'25

🚀 New Features

🎉 Treatment Plan Locking 🔒
You can now lock treatment plans. Once locked, prices can no longer be changed; preventing errors or unauthorized modifications later on.

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🎉 Permissions for Past-Day Access in Financial Reports 📊
You can now set how many past days of financial data users can view. Authorized users will only see historical financial data within the defined timeframe.

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🎉 Consent Status Indicator in Treatment Plans ✅
Treatments with completed and approved consent forms now show a checkmark icon. Hovering over the icon displays the consent date; making consent tracking easier at a glance.

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🎉 Recall Reports 📊
View recall performance and pending reminders on a single screen. You’ll find this report in the Overview page, bottom-right section.

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✨ Improvements

✨ Proforma – Diagnosis Option 📝
Proformas now include a “With/Without Diagnosis” option, letting you choose whether to include diagnosis info in outputs.

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✨ Daily Tracking Report – Pagination & Filters 📑
Improved pagination and filtering options for the daily tracking report.

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✨ Tasks Rework – Color Codes & Usability ✔️
Task page and workflows have been improved. Color codes clarified:

• Yellow = Pending / Not yet due

• Red = Overdue

• Green = Completed

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✨ Treatment Plan – Tooth Chart Visibility Preference 🦷
The “Show/Hide Teeth” setting is now user-specific. Once hidden for a patient, the setting applies to other patients under the same user account.

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✨ Debt per Doctor Report – Last Payment Date 🗓️
Added Last Payment Date column and date filter. Debts can now be sorted and filtered by due date; specially useful for orthodontic and partial-payment clinics.

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🛠️ Fixes

🛠️ User Permissions Copy – Inactive Users
Inactive users no longer appear by default when copying permissions. A user search field was also added for faster selection.

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🛠️ Mobile – Appointment Statuses Synced with Web
Appointment statuses in the mobile app now fully match the web version; including names, colors, and status transitions.